Paul Adkins is a financial advisor with Principal Financial Services in Winston Salem, NC, holding Series 65 and Series 63 licenses and 10 years of industry experience. He has worked with Principal Securities Inc and Principal Life Insurance Company since 2019 and previously spent three years at Parsonex Advisory Services and over two decades at Home Depot. He is also licensed as an agent for fixed insurance products including life, annuities, disability income, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

David Ratcliffe is a financial advisor with Principal Financial Services in Winston Salem, NC. He holds a Series 66 designation and has 19 years of industry experience. Ratcliffe has worked with Principal Securities Inc. for 10 years and with Principal Life Insurance Company for 17 years. Outside of finance, he is a playwright, with one of his plays produced commercially and involvement in compensated writing contests. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Samuel Jensen is a Series 66-credentialed financial advisor with one year of industry experience, currently with Principal Financial Services in Winston Salem, NC. Prior to joining Principal, he worked at Buckeye Advisors for three years and has held various roles in diverse industries including Valet Living, Door Dash, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.